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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $58,434 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,984 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,708 | $101,523+0.2% | $141,200-28.0% | $77,775+30.8% |
| Participation rate | 94.8% | 77.4%+17.4pp | 82.5%+12.3pp | 73.2%+21.6pp |
| Annual return | 26.17% | 56.22%-30.0pp | 71.41%-45.2pp | 32.58%-6.4pp |
| Employer contribution / active EE | $7,271 | $3,341+117.6% | $4,736+53.5% | $2,504+190.4% |
| Participant deferral / active EE | $11,834 | $6,434+83.9% | $6,710+76.3% | $3,966+198.4% |
| Admin fee / account holder | $52 | $92-42.7% | $10,265-99.5% | $100-47.6% |